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the issue of the globe. we are seeing on this show i feel others aren't, a resurgence in china. you're well positioned. an incredible come back in latin america, particularly mexico. europe's stabilizing. i say it's good. in that environment, you have -- you have correctly placed your hotels. >> well, it's really interesting for us, our business is so dependent on economic activity, business confidence and consumer confidence. you're exactly right. january in china our rev par numbers with up 6%. that's after a slow down. the government transitions almost behind us, chinese new year will be behind us. china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as a per
been acting lame. china may indeed be slowing, i don't like to see the oil index plummet. the speculation. i don't like washington back on the front page. they come along at the right moment to put the cabarb on any rally. jellystone national park, yogi. i am concerned about the payroll tax holiday going away. i am worried about higher taxes, autosales could be slowing. did anyone think -- did anyone think we would maintain the streak longer than the ah mazing hittering streak of joe dimaggio. no-hitters endlessly. the late, great marty sly said, we got the chance to watch him, don't fight the tape and don't fight the fed. if the economy is going to slow down because of the fed, don't filt that as a gardener, even if i am a savage fighting machine gardener, i like the concept of rain. i like to believe you can have a garden variety squall. i just think they we were due, over due. maybe for a bit of rain or a thunderstorm. for those of you who don't pay for espn. i saw green bay lose a bunch of games, i have written off the yankees, why can't the market have a losing sessi
been acting lame. china may indeed be slowing, i don't like to see the oil index plummet. >> still higher tax occur. i think auto sales could be slowing. the dollar is the strongest it's been in seven months. those are all bad, all right? but let's step back for a second. did anyone really think the rally could keep going up week after week after week after week? did anyone think we could maintain this streak anymore than the amazing hitting streak of joe dimaggio? did we really expect this market to throw nothing but no-hitters? oil down the hardest in two months? is that like cal ripken in the end? look, the market has had an amazing run. that would be bad because the late, great marty sly said famously, among so many other terrific admonitions, i hope you did get the chance to watch him when he was on "wall street week." to me, as a gardener, not kidding, a gardener, everyon if am, indeed, a savage, mean, fighting gardener. i like the concept of rain every now and then. i like to believe we could have a garden variety squall and i think this is the beginning of one today. in oth
about last night, i am concerned about copper. it's been acting a little lame and that means china, indeed, may be slowing. i don't like to see the oil service index plummet, if we could break the 33-day streak, that wouldn't be all that terrible. i don't like washington backen o the front page. they're a short sellers delight. they come on the right moment to put the kaibosh on a rally. and i am concerned about the payroll tax holiday going away. i'm worried about still higher tax, i think auto sales could be slowing. the dollar was as strong as it's been in months. those are all bad, all right? let's step back for a second. did anyone really think the rally could keep going up week after week after week? did anyone think we could maintain the streak any more than the hitting streak of joe dimaggio? did we expect the market to hit endlessly? oil down the hardest in two months. is that like cal ripken quitting in the end? the markets had an amazing run. we don't want the federal reserve to start ratcheting up interest rates all of a sudden. because as the late great marty said famo
a dime since last week. regular unleaded in $3.56 per gallon on average. tim mulholland of china america capital joins us on this monday morning for a closer look at the markets. we have to talk about the snow situation. how did it affect the market even on friday? > > on friday we saw such a sharp drop-off in volume. the market in general, volume has been nothing to really write home about, because it has been subdued. and that usually happens in this low-volatility kind of one-way street, non- eventful marketplace. so, when you get a weather concern, it is even less of an incentive for traders to participate in the market. so, a drop off in volume is really a natural occurrence in this environment. > you are just back from china. what did you find there? > > lots of pollution. i was in beijing for two days. i have been in china numerous times, and this was by far the worst i've ever seen it. but, aside from that, you look at the economy, things are moving. it is bouncing right along, and they are rebalancing the economy. you can see the service sector, the financial sector, different t
considering fines and other trade penalties against china and any other nation guilty of cyber attacks. jim angle is live there. where are we on all of this, jim? >> reporter: we know the u.s. does intend to respond after learning that hundreds of cyber attacks on the u.s. government and some 140 u.s. companies are coming from a chinese military unit apparently dedicated to such activities. now the question is, what do we do about it? we can't do much of course to punish the chinese military but officials are saying privately they will take some sort of action such as fines or trade penalties which the white house hinted at yesterday. >> initiatives to announce today. this is an issue that had the attention of the president and senior levels of the national security team. it's something that we are working on constantly, and we will of course take necessary measures to enhance our cyber security. >> reporter: but aside from enhancing our own cyber security, what can the u.s. do? though we can't punish the chinese army unit we can punish chinese companies many of which are partly honed by th
korea is pretty much sanctioned out at this point. unless china decides to cut off oil supplies and other goods to north korea, it appear there's no stopping the north korean regime at this point. >> what's china's response? immediate neighbors to the west. a blast -- if i were china, i'd be a hell of a lot more concerned about them setting off nuclear devices than in the united states. look at the map, they're literally in the shadow of china? any response from china or belief inside the pentagon or this administration china will eventually step up and start exerting more pressure on the north koreans to become a more responsible state? >> one of the biggest fears in that region is it will spark some kind of regional nuclear arms race. both south korea and japan in the past have threatened to start developing their own nuclear weapons. no signs they're doing that yet. we go back to china. the only thing that might make this a little bit different is china leaned heavily on north korea not to conduct this test. for north korea to do this is like in your face beijing. there may b
slowing of contraction. in china, services pmi accelerating to 54. as markets climb back from the s&p's worst day since november, is today's market going to demonstrate investors' willingness to buy the shallowest of dips. >> the business that accounts for half of sales down 6% for the recent quarter. >> justice department's lawsuit raising all kinds of questions. is this payback for downgrading the sovereign debt? >> and will today bring news of a dell lbo, and if it happens, what is the effect on equity markets, credit markets, the pc sector and michael dell himself. >> we start with the markets today. futures off the highs of the morning. the biggest decline of the year so far. s&p fell back below 1,500. the markets topped out, or is there more room to run for the bulls. jim is back from new orleans and other exotic locales. >> oh, yeah. >> good to have you back. >> thank you, carl, good to be back. >> are we in a new kind of environment? >> i think there's some program selling. the dow 14,000, a lot of institutions might say, okay, enough is enough. let's do some lock-in. i thin
sweating the jpm program. but captain jamie dimon got that moby sucker. how about china? how about china? another reason we got crushed was china. aren't we petrify thad china is stalled. break down the handbook here, and china stalled, that means commodities stalled, which means the strength is khmer call. i told you we want to listen to michael sutherland, the biggest pure play in mining equipment. china coming on strong, a demand for commodities around the globe. another issue neutered by today's evidence. but isn't the consumer -- i got the whole litany, isn't the consumer tapped out by higher gasoline prices? by the end of the payroll tax holiday, by increased taxes for the rich. by the bad weather lately. i don't know, but newly created gatsby index was on fire. dollar tree, and great gatsby nick caraway. and how about the all-time high, home depot. three-point jump macy's moving up another buck and walmart continuing to run, despite endless attempts by portraying the company having a dim view of the future. something by the end of the show saying jcpenney stinks, oh, i threw that
watching it over in europe and china. that is what we are taking a look at. dagen: thank you. connell: the dow hitting 14,000 with nicole on the air. this is a snapshot of just how bad our deficits are going to be over the next ten years. dagen: rich edson is live in washington, d.c. rich: $1.1 trillion, that was our deficit for 2012. this is the most recent projections by the office. this year, a budget deficit -- the decade production was $2.26 trillion. these numbers will be much different. much worse. it must examine the budget as if congress does absolutely nothing. and current policy continues. we have had some changes. mainly that built that passed congress earlier in the year. millions of middle-class americans do not have to pay the amt. it also changed the estate tax bumping down the rate of little bit lower than what it had been over the exception of little bit higher. the numbers we just show you, the real numbers will be much worse. we will find out at 1:00 o'clock. back to you. dagen: are we going to be in a statement from the white house at 1:15 p.m.? rich: he will talk
. in europe, the eu summit continues. but the action really taking its cues from china this morning. we have green arrows across the board in europe. take a look at asia. strong eco data out of china in focus. much more on that in just a moment. the road map begins at the golden arches. not even the cheddar onion burgers could help mcdonald's. they missed estimates in every region. asia was down a whopping 9.5%. >> exports boomed 25%, inflation cooled, but met expectations, capping off a two-week winning streak for stocks. >> a blowout quarter, users increase continued in momentum. >> the storm could be one for the record books. forecast calling for as much as 2 1/2 feet of snow in some parts of the northeast. already more than 3,700 flights have been canceled. we'll get more from the weather channel on the path of nemo. >>> mcdonald's down 1.9 in january. middle east and africa, europe saw a 1%, 2% decline. u.s. the only bright spot. comps up 9%. even some suggestion that asia, which is 40% japan, but also china, got tainted with the chicken contamination scare. >> that wouldn't surprise me
, you short fxi at the end of the day if you think china is going lower. i would. it's a trade. >> at the end of the day. >> guy. tim seymour drinking game. cerner. it's on fire in the aftermarket. i think it will accelerate tomorrow. >> dan? >> i hate this market here. i think the risk/reward -- >> how do you really feel? >> horrible right here. bearish positions. i'm long the sds and spy february puts. >> booekers? >> we are at the end of the day, but also the end of thes thing here. i don't think that europe is fixed at all. so, you short deutsche bank here, db. >> a lot of drunk people out there right now. i'm melissa lee, thank you for watching. see you tomorrow at 5:00 for more "fast money." got the ceo of yelp tomorrow. . >>> i am jim kramer, welcome to my world. >> they are nut, they know nothing! >> i like to say, there is a bull market somewhere. >> "mad money." you can't afford to miss it. my job is not to entertain you but educate you. yesterday's hideous, awful, terrible market. where, we got hammered for more than a percent. bringing out the nasayers. house of pai
%. the trade with china is booming. i hope i'm buying low and selling high. >> how long do you think this lasts in japan? a lot of momentum going on there. >> yeah, i know. that's the problem. a lot of momentum and i'm not very good at short-term trading. why couldn't it double? why couldn't it go to 20,000 if he prints a lot of money. the yen may collapse but the stock market could go to 20,000. >> because of the valuation that we're talking about. >> he's printing money. he said unlimited. when you throw a lot of money out window, maria, somebody catches some of it. there's the wisdom tree has a whole etf, called an etf. >> yes, yes. >> dxj. >> which is neutral on the currency. >> yeah. >> that's a great way to play japan. >> they hedge out the currency. let me ask you about rates in this country because some people are worried in fact they will start to see rates creeping up. we'll see fast and furious. is that what you would expect? >> i'm short bonds. short the 30-year bond. >> when would that happen, jim, come on, this year, next year? >> i don't expect it to spike this year unless someth
heart targeted by hackers. those companies pointing the finger at china for a new string of cybercrimes. fox business network's peter barnes joins us for this. peter, everything is okay in your twitter account and in peter barnes's world? >> reporter: i don't even know what my handle is. jenna: that is good place to start. that way nothing can be stolen. we hear about different hacking taking place at different times. how concerned is wash ton really about this latest spring of reports?. >> reporter: very concerned. the administration appears to be getting ready to get tougher on china over all this computer hacking. a new government intelligence report in fact to be released shortly is expected to call the rise in chinese cyber attacks a threat to the u.s. and its economy. the moves come after "the washington post", "the new york times" and "the wall street journal" announced recent attacks on their computer systems suspected of original senating from china. social media site twitter as you say said friday dreamly sophisticated hackers from an unidentified source may have stolen the us
to shrink as it struggled to manage a food safety scare in china. remember i made that joke about cats. we'll leave that alone. also, toyota now raising its annual profit guidance banking on stronger sales in the u.s. market and a boochtd from a weaker yen. but the automaker says it will not build any new factories in three years despite product. >> why don't we take a look at markets this morning. yesterday, the markets had their worst performance in 2013. the dow was down by about 129 points. that is less than 1%. s&p was off about 1 is.1%. and the nasdaq was off by about 1.5%. this morning, we do see some green arrows indicating that at least at the open, if things continue at the pace they are at right now, you will see some gains for the stock market, a bounceback after the dow fell back below 14,000 yesterday. take a look at oil price these morning. right now, you'll see that wti crude is up by about 47 cents. that's about 0.5%. 96.64. the ten-year note, which kwled yesterday was once again yielding around 2%, at this point, the yield is back at 1 of 989%, sitting right at that cusp
and aluminum. at times producing too much, at times the products from other countries notably china cause a glut in the system. prices go et slashed, future earnings per share get crushed. i listen closely on these commodity calls to get a sense of whether inventory is building anywhere in the system. because if it is, i can tell that the gross margins are coming down and i've got to get you out of those stocks quicker than i do. aluminum, steel, copper, i've got to work faster. don't you believe for one moment it's the commodity producers that are affected by these gross margins. i listen to every single major pharmaceutical call for you. i hear about generic competition what that mean for future earnings. drugs coming off patent, it'll plummet in price is one that scares me. and i tell you to get out because i think it's going to trade at a low multiple to future earnings even if it traded as a high one in the past. until the stock discounts that, i've got to keep you out of it. very few drug companies are immune from this gross margin compression. i steer clear of them as best as i can
plenty of international worries which seem to accelerate last week, including new found weakness in china, the sell everything now call selled prophetic. especially some who articulated said they were articulate and it felt right. right into the teeth of the ugliness the market continued to soar and it continued into the beautiful opening where the dow was 80 points higher. some 200 points, keep that in mind above where the sales calls were made last week. it was a much better chance to sell. even though it came and went, it gave you a loud, large opportunity to get higher prices on the go out. if you wanted to take some profits and cash out for the mome moment. that's something i said i can't blame anyone for doing last week. if they're as nervous as some of you said you were in the calls to the show. we got a bunch of them. sure, that's not what matters. what matters is that if you truly thought that the market was too high to begin with or you were worried about italy or sequestration or gasoline prices or weakened china, you could have sold stocks had you waited for thursday's selling
because of u.s. stagnation, european recession, and a pause in china's growth. things are beginning to click for the industrial economy, the housing market's coming back and responsible for a tremendous amount of january's advance, whether it be whirlpool, another 52-week high for the spin cycle, or sherwin williams. watching paint dry has never been better. or stock super bowl winner pulte homes. >> buy, buy, buy! >> and let's throw in tripoint, a red hot ipo of a home builder that went to an immediate premium. what else is glittering in this grimy industrial portion of the u.s. geography? how about industrial equipment. industrials gain strength as the month went on. i suspect they will continue to do so as europe stabilizes, america advances, and asia starts to roar. >> buy, buy, buy! >> just like the metaphorical baltimore. california, home of the niners, is coming back strong too. tech, particularly the semiconductors and everything related to the cloud and the internet are roaring here. it's almost as if the incredible slide in apple is fueling dozens of tech stocks to new hig
of bucks. he did mention that china's getting better. we've got to file that away for the next opportunity to play china. david pyatt, total gold rush. you see, he explained to us that allergan has not just one new drug, but the possibility of a second blockbuster, an inhaled migraine fighter that his company now owns 100% of thanks to the pending purchase of mac pharmaceuticals. well, the interview broke no news, kind of like, you know, breaking news thing, it did produce something i felt that was better. a more pertinent impression, which was that pyatt's allergan's ever conservative ceo. always really conservative. when i said if i read the tea leaves right, the fact he guided analysts higher, not lower this time meant he was more bullish than usual. his readiness to agree with that. this is a conservative guy. the readiness gave you a fabulous trade. allergan went to 108 1/2 as it should have. you can hold on to up here, but $1.50 is a good day's work, depending on how much capital you put to work. while i was doing interviews, you got news out of chipotle. seemed like a not so hot les
to the great wall in china, all over the world and this isn't even vacation time, is it? >> no, this is actually, they're getting paid by the senate or the house while they're on these trips. we found instances of staffers going to the beach, you know, visiting the winery, seei seeing elephants. travelling seeing the great wall in china. >> greta: what's so sad about it. here is where the conflict of interest arises. if you're a staff member on capitol hill you may be called upon to draft legislation, let's say i'm trading with china and if on the other hand you're getting great vacation froms china, the great wall, a fancy hotel it and you're getting a wonderful trip to china, is that you want to sort of please your benefactors, and yet, you know, it's happening all over capitol hill. >> yeah, and one of the things we found is that countries hire lobbyists in d.c. the same way u.s. corporations do and the lobbyists are actually involved in planning these trips, they go on the trips and then follow-up afterward once they know the staffers on a personal level from these, you kno
. he will be great. the smes will probably disappoint for china. the ossi trade may not work out so good. >> i'm with you for the oscars. >> he has a heck of a weekend. i'm going to go with the euro swiss on the british down grade. >> amelia? >> i'm with todd. i like short. the kiwi can't keep a good trade down. >> kathy? i would beware of big bend. if he depends q.e. vigorously, it could kill the dollar rally. >> that's it for us. we'll see you back here next friday at 5:30 eastern only on cnbc. have a great weekend! to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. >> "mad money." you can't afford to miss it. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you a little money. my job is not just to entertain you but to educate you so call me, 1-800-743-cnbc. after today's beautiful rally the dow gaining 120 points, the s&p climbing .88%, nasdaq falling .97%, really knock
on because the stock had run up a couple of bucks. he did mention that china's getting better. we've got to file that away for the next opportunity to play china. david pyatt, total gold rush. you see, he explained to us that allergan has not just one new drug, but the possibility of a second blockbuster, an inhaled migraine fighter that his company now owns 100% of thanks to the pending purchase of mac pharmaceuticals. well, the interview broke no news, kind of like, you know, breaking news thing, it did produce something i felt that was better. a more pertinent impression, which was that pyatt's allergan's ever conservative ceo. always really conservative. when i said if i read the tea leaves right, the fact he guided analysts higher, not lower this time meant he was more bullish than usual. his readiness to agree with that. this is a conservative guy. the readiness gave you a fabulous trade. allergan went to 108 1/2 as it should have. you can hold on to up here, but $1.50 is a good day's work, depending on how much capital you put to work. while i was doing interviews, you got news ou
, make 3 million cars in china every year, a company you can own to play the catch up trade in the emerging markets. >> howard? >> i agree with what sarah said. apple has couldn't come up 4.7 times ebidta. apple is extremely cheap, the stock will be at $600 the next 18 months. buy it again. >> go back to 600. >> you care about all the proposition 2? >> yeah. >> i don't think it's critical >> i think it is a bit of a nuisance. this is a company that's made more money for shareholders in the last few years than the entire rest of the technology industry combined. give them a break. they didn't even have a dividend 12 months ago. >> right or wrong? >> i don't know if he's right or wrong. i think you have to give management a little bit more time. i think that we are going a little too hasty pushing them h i think they will do the right thing, return more cash to shareholders. no question about it. give them a chance. >> thank you, guys. >> take the foot off their throat. >> join us tomorrow. "squawk on the street" begins right now. >>> good thursday morning, welcome to "squawk
, the largest since facebook. >> 27% of revenues coming from brazil, india, and china. it will be one we will watch closely here at the nyse today. >> we're hoping for animals on the floor. >> oh, yeah. >> it would be nice, right? >> livestock is a big bulk of their revenue, so a goat or something. >> we also do have sad news today. former new york mayor ed koch passing away early this morning from congestive heart failure. he was 88 years old. koch led new york city for 12 years, known for saving the city from financial ruin. michael bloomberg saying in a statement the city has lost an icon. a cheerleader, champion, 5,000-word oh bit in the "times" today, words like pugnacious, tenacious, outspoken. david, you know his story pretty well. he really did set the stage for giuliani to change the city. >> yeah, he was the consummate new yorker. of course, living in his apartment not far from here, in greenwich village for so many years. not everybody in the community, but many would say, our mayor. when he came into the office in '78, the city was at or near its nader. i can remember it well
, that is weaker. you use this term, better tone, when it came to china. what is better tone, in terms of a where we could be six months from now? >> look back to the spring of 2011. we really saw the construction equipment market demand drop by 50%. since then, we have not seen good demand in china for construction equipment. that is a market we sell a lot of electrical equipment. january we saw positive orders, one month does not make a trend. it is hard to start a trend without a month. what we are encouraged about in january, typically this is a weaker time period, post chinese new year, that is normally when you see the economy pick up. we are encouraged that we are starting to see a heart beat, one of the markets that has been moribund for the last couple of years. >> you talk about a new way to view the company. you have fast growing products and systems, you have a vehicle segment. analysts did start by saying is there a possibility that you may spin out truck and auto? is that an idea or something that makes it easier to understand eaton? >> really aimed at helping to make it easier to u
. >>> hacking america, a secret military unit is said to be behind a series of attacks, but our friend, china, denying the reports. and countering it was the victim of u.s. hacking. >>> and the bulls are back from a three-day weekend. can the s&p 500 post an eighth straight week of gains? we've got four days to find out. it's tuesday, february 19th, 2013. "squawk box" begins right now. >>> good morning, everybody. welcome to "squawk box" here on cnbc. i'm becky quick along with joe kernen and andrew ross sorkin who is back from vacation. let's get started with the markets. as joe mentioned, the s&p winning streak has been a strong one. in the meantime, the dow is coming off a second straight weekly loss. although, really, if you looked at this last week, it was the ever so slightest of losses. u.s. equity futures are indicated higher. dow up by 21 points. s&p is up by two points above value fair and the nasdaq is up about 3. in 20 minutes, we'll turn to predictions on where the markets go from here. then in the next hour, delivering alpo. we'll talk to the manager of a $11.5 billion hedge fun
talking about a lower price. >> i see many as a china play. >> look, i came away. i had a week off and i said to myself, you know what? this will be a dynamite start to just say with b look, apple, like it, inexpensive, no catalyst. by myself loving my ipad, and i think that's always the problem. wow, good products, but there's google opening retail stores and chrome is a better seller. i think that the whole hoopla over the cash position may not be nearly as important as what they can do with the cash if they would just outline it to us. and i'm not talking about investments. i'm talking about shame. >> $330 phone will help get ahood foothold in china? >> look, i wish i knew what was happening in china, other than charges that they're spying one. >> we'll talk more about this later on. there's the bell at the big board. imperative asset management buying the shares celebrating the heritage eye yields, etfs. over at the nasdaq, comcast, a company we love and bravo's top chef season ends finale, ten years. >> i can remember the first one. remember. we obviously work for comcast. again, i
. we need china to be strong, europe to stabilize. that's not what people are worried about. they are worried about losing the 5% we've made. just as the stock markets of europe have regressed back to zero or below. bottom line, we got hammered, no doubt about it. nevertheless, strategists come on our air and say they are selling all stocks, putting out big shorts here, and i want to cringe. as long as big themes like housing, autos, lending, cheap energy, mergers are intact, why should i tell you to do a trading whamma jamming get the heck out. doesn't make sense. things are mixed. if you are nervous, do some selling. nobody ever got hurt taking a profit. to leave the market wholesale, data has to be plain out bad, not mixed. and certainly it's not mixed enough for me to tell to you to sell everything. i'm not saying that. not at all. ron in west virginia, ron. >> hey, jimbo, how are you today? >> hey, how are you, ron? >> i have been watching chesapeake energy and the news with mclendon hitting the bricks, you see chesapeake being dismantled? what's the net net, is now the
started getting gripped again by china. maybe china's not strong enough. very worried about europe. then you add those on to the fed minutes and think, wait a second, doesn't the fed know there's a gasoline -- that there's a run, a speculative run? doesn't the fed know about this? where are they? >> the irony of the fed minutes is they said they should consider changing the pace of qe, so if the economy's better, right, they'll pull back qe. or if there are questions about the efficacy of the program, in which case it doesn't matter if they're in there, because it doesn't work. so either way, it would be good in theory. >> what i thought was disheartening, for a couple of weeks we were focusing on stocks, on companies. >> m & a, right? focusing on the pickup in m & a. >> and then we see, oh, no, it's not the pickup in m & a, it's the spanish banks. aren't you worried about berlusconi? i am not going to go back into a world where all i care about is italian unemployment. just not going to go there. i worry about our unemployment, so does bernanke. >> it proves again, to the fed, the
and china has been my number one thesis for about a year on "mad money" and it has produced some of the most bountiful gains of any theme i have ever exploited. we know that the less well off are being hurt by what i call the script, and the script is higher gasoline prices, prices by the way that i think are caused in part by speculative hoarding, and the end of the payroll tax break. we heard that from walmart and from darden this week, even as the stocks of the largest retailer in the world and the parent of red lobster, olive garden, and lone star steak, actually rallied on the news. maybe it's not even news anymore. by the way, we'll hear more from darden on monday at an analysts' meeting and perhaps they will lay out a strategy to deal with the weakness and talk about how the outsized dividend, which yields 4.3% here, is still very secure. then look, that rally today's got to be based on something. the stock could be down a buck. how about saks? i regard saks as part of what i call the gatsby cohort. like michael kors, which hit a 52-week high before it was bombed by a secondary offeri
, the orders are strong. but you know what? they aren't as strong as they could be later this year if china keeps improving as we heard from joy global, competitor to c.a.t. i think china will get better, caterpillar could easily head back to 116 where it was last year before we heard they weakened. the story makes a ton of sense, don't look for c.a.t. to hold the dow back. next up, frank blank's home depot. that stock's responsible for the third biggest gain in the dow rallying nearly 276% for the bottom or 320% with the dividends. blake reinvented home depot or brought it back to its roots. in fact, we are only just now beginning to see the tail wind of the housing recovery impact home depot's earnings. boosting dividend, buying back stock like crazy. and i think it's just getting started which is why my charitable trust has such a big position in home depot. if we're only in the first inning of the housing recovery, as i think, building just 1 million homes this year when we might as well need 2 million, that's how -- there's a lot of demand. home depot has much more room to run. disney'
to engage in dialogue. how realistic is that when you have them even snubbing china, one of their allies? >> one of the things you learn about north korea is not to be predictable. you don't know what they're going to do next. they don't think the way we do. what i think we need to do is find a new way for the countries in the region and the united states to deal with them. i think first they have to pay. there has to be payback for these tests. that means more sanctions, south korea tightening their belt. but china is the key. and china up till now has not wanted to put the screws on north korea. they could affect their food, their fuel. they have leverage over them. but i don't think they're ready to exercise it. hopefully this new test will do that. but if that's not the case, i think we need a dialogue with the north korean leadership, we being the six-party country, south korea and the u.s. isolating them has to be part of a policy. but then what next? and i'm hopeful that senator kerry who has a record of negotiation and diplomacy will look at this and say, hey, we need a new appro
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